Field Service - Quick create "work order" in schedule board

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Posted on by ThomasBrahn

Is there any way to ”fast create” a work order and schedule it at the same time from the Schedule board?

What I like to do is to right click or mark a time slot on the schedule board and create a booking and a work order in one easy sequence.

Scenario could be that I’m looking at the schedule board when the customer calls with an ad hoc request. I can see in the schedule board that service technician A is free and I want to send him for the work. Then I would like to create and schedule the work directly in the schedule board.

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Andreas Cieslik 9,267 on at

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The supported standard ways are explained here:

www.microsoft.com/.../schedule-a-work-order-field-service.aspx

If you cannot find an appropriate approach there you need to implement a workaround for that.

So on schedule board you can mark the time rang and a pop up will allow you select or create a new resource requirement. Then a workflow could be triggered on creation of that resource requirement and you could implement logic that will create a work order from it.

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Thomas David Dayman 11,323 on at

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Hi Thomas,

There are many ways to schedule a Work Order. If you want to primarily work from the schedule board, then you can use this:

Drag on the schedule board

Make a new resource Requirment

Book

Book

Add new work order to the Resource Booking.

But the best way of scheduling Work Orders for when a customer calls is Cases. Cases are good for reactive jobs where you can type down what the issue is and then you can create Work Orders from a Case. Once someone has made a Work Order you can just drag on the schedule board and book it.

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